Getting your Apollo Tasks data into Excel allows you to track sales activities and manage workloads effectively. Coefficient connects Apollo directly to your spreadsheet.
This guide walks you through importing your Apollo Tasks data into Excel using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient for Excel and connect your Apollo account.
-
Step 2:
Step 2. Choose Import from… and select the Tasks object.
-
Step 3:
Step 3. Apply any necessary filters and import the data to your sheet.
-
Step 4:
Step 4. Set up an auto-refresh schedule to keep the data current.
Step-by-step guide
Follow these steps to bring your Apollo Tasks data into Excel.
Step 1: Install and Connect Coefficient
To start, install the Coefficient add-in in Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.
Open the Coefficient add-in from the Home tab. Select Apollo when prompted to connect a data source.
Log in to your Apollo account and authorize Coefficient to access your data.
Step 2: Import Tasks Data
With Apollo connected, click “Import from…” in the Coefficient sidebar.
Select Apollo, then choose “Tasks” from the list of objects to import.
You can select specific task fields or filter the data as needed before clicking “Import” to bring it into your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
Keep your Tasks data in Excel automatically updated by setting up auto-refresh. Find the auto-refresh settings in the Coefficient sidebar after importing.
Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then automatically sync with the latest task information from Apollo.
Available Apollo Objects
- Tasks
- Contacts
- Contact Stages
- Deals
- Lists
- Accounts
- Account Stages
- Organization Job Postings
- Sequences
- Tags